Excel: Merge several sheets into one
You can use the Microsoft Excel importer to merge multiple sheets of an internal or external Microsoft Excel doc into one master view.
There are two main cases, when you need to combine data from several sheets:
- Import same data from several sheets of one workbook (e.g. monthly analytics).
- Import data from several workbooks into one workbook and sheet (e.g. combine suppliers or customers data in several workbooks into one master sheet).
For each of these cases, you can use Coupler.io and this guide.
Import same data from several sheets of one workbook
For this purpose, you need to start setting up regular Microsoft Excel importer and complete following steps:
- Fill out the Title field
- Select "Microsoft Excel" as a source.
- Connect your Microsoft account.
- Select the workbook, you would like to import several sheets from.
After that in the 'Sheets' field select several sheets, you would like to combine data from:
If you need to create more sheets in the future and their names have the same pattern, you can specify regular expressions instead of manually selecting sheet names from a list:
Learn more about regular expressions to define what expression you need to specify to fit your needs. Here is the list of most common cases:
- All sheets:
.*
- 2021-01, 2021-02, 2021-03, ...:
2021.+
- 2020-12, 2021-01, 2021-02,...:
202.+
- Dec 2020, Jan 2021, Feb 2021, All 2020, 12-2020, 01-2021:
.*202.$
- All sheets with a name that starts with "sales data":
sales data.+
- All sheets with a name that contains “sales data”:
.*sales data.*
- All sheets with a name that ends with "sales data":
.*sales data
Import data from several workbooks into one workbook
If your data is stored in different workbooks but is contains the same shape of data you need to follow the next steps:
- For each workbook create a separate Coupler.io importer to import data to the separate sheet in the desired destination workbook.
- Combine all those sheets into one by selecting several sheets as per described above.